DSP Flexi Cap Fund - Direct Plan has delivered 60.80% absolute return over the last 5 years.
The average return for Flexi Cap funds is 66.68% .
This fund ranks #14 in its category based on 5-year returns.
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 9.49% .
The fund currently owns more than 68 stocks.
The top 10 holdings account for 46.08% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 4.62% | -1.16% |
| 2 Year Return | 34.44% | 12.01% |
| 3 Year Return | 60.84% | 35.81% |
| 4 Year Return | 155.31% | 52.38% |
| 5 Year Return | 173.86% | 66.68% |
| 6 Year Return | 192.92% | 109.08% |
| 7 Year Return | 321.07% | 129.34% |
| Expense Ratio | 0.60% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
9.49%
|
|
| 2 | Finance - Banks - Private Sector |
8.51%
|
|
| 3 | Financials |
4.63%
|
|
| 4 |
4.56%
|
||
| 5 | Consumer Discretionary |
4.45%
|
|
| 6 | Financials |
3.46%
|
|
| 7 | Communication Services |
3.00%
|
|
| 8 | Non-Banking Financial Company (NBFC) |
3.00%
|
|
| 9 | Non-Banking Financial Company (NBFC) |
2.60%
|
|
| 10 | IT Consulting & Software |
2.38%
|
|
| 11 | Financials |
2.33%
|
|
| 12 | Health Care |
2.28%
|
Minimum Purchase: ₹100
Exit Load: If redeemed Less than 12 months from the date of allotment - 1% If redeemed greater than or equal to 12 months from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
DSP Flexi Cap Fund - Direct Plan is managed by DSP and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
View Similar Funds